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iShares S&P 1500 Index Fund shares owned by Us Financial Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Us Financial Advisors from 13F filings

Historical chart of Us Financial Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Us Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Us Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 2.6k 105.23
2023-09-30 $261k 2.8k 94.19
2023-06-30 $295k 3.0k 97.84
2023-03-31 $273k 3.0k 90.55
2022-12-31 $262k 3.1k 84.80
2021-03-31 $1.2M 13k 91.59
2020-12-31 $1.1M 13k 86.20